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China’s energy sector carbon dioxide (CO2) emissions increased 5.2% in 2023, meaning a record fall of 4-6% is needed by 2025 to meet the government’s “carbon intensity” target.

The new analysis for Carbon Brief, based on official figures and commercial data, shows rapid electricity demand growth and weak rains boosted demand for coal power in 2023, while the rebound from zero-Covid boosted demand for oil.

Other key findings from the analysis include:

  • China’s CO2 emissions have now increased by 12% between 2020 and 2023, after a highly energy- and carbon-intensive response to the Covid-19 pandemic.
  • This means CO2 emissions would need to fall by 4-6% by 2025, in order to meet the target of cutting China’s carbon intensity – its CO2 emissions per unit of economic output – by 18% during the 14th five-year plan period.
  • China is also at risk of missing all of its other key climate targets for 2025, including pledges to “strictly limit” coal demand growth and “strictly control” new coal power capacity, as well as targets for energy intensity, the share of low-carbon energy in overall demand and the share of renewables in energy demand growth.
  • Government pressure to hit the targets, most of which are in China’s updated international climate pledge under the Paris Agreement, makes it more likely that China’s CO2 emissions will peak before 2025 – far earlier than its target of peaking “before 2030”.

The deadline for peaking CO2 emissions has led officials and industries to pursue rapid emissions growth and carbon-intensive projects, while a window to do so remains open.

The government recently recognised and responded to the gap to meeting its targets, by calling for stronger controls on such projects, as well as faster renewables deployment.

Most of China’s climate targets can be met if the acceleration of clean energy deployment during 2023 is maintained – and if energy demand growth returns to pre-Covid levels.

China’s CO2 emissions continued to increase in 2023

According to preliminary official data, China’s total energy consumption increased by 5.7% in 2023, the first time since at least 2005 that energy demand has grown faster than GDP.

With coal consumption growing by 4.4%, our analysis shows CO2 emissions increasing by 5.2% – at the same rate as GDP – highlighting energy-intensive recent growth patterns.

China’s economic growth during and after the Covid-19 pandemic has been highly energy- and carbon-intensive. CO2 emissions grew at an average of 3.8% per year in 2021-23, up from 0.9% a year in 2016-20, while GDP growth slowed from an average of 5.7% to 5.4%.

Another year of rapidly rising emissions in 2023 leaves China way off track against its target of cutting carbon intensity by 18% during the 14th five-year plan (2021-25).

As a result, CO2 emissions would now need to fall by 4-6% by 2025 to hit the goal. This is illustrated in the figure below, showing historical emissions (black line) and the reductions needed by 2025 to hit the carbon intensity target, depending on the rate of GDP growth.

Even if China’s GDP growth is high and averages 6% per year in 2024-25, the intensity target requires CO2 emissions to fall by 4%.

China's CO2 emissions need to fall 4-6% by 2025 to meet its carbon intensity target
China’s CO2 emissions from energy, billion tonnes per year, and the reductions needed by 2025 to hit the carbon intensity target under low (4.5%), medium (5.2%) or high (6.0%) rates of GDP growth in 2024-25. Note the truncated y-axis. Source: Author calculations using official national bureau of statistics data. Chart by Carbon Brief.

The main drivers of the emissions increase in 2023 were coal-fired power and oil consumption, which increased by 6% and 8%, respectively.

A major reason for the growth in power generation from coal was that hydropower operating rates reached the lowest level in more than two decades due to a series of droughts. These operating rates are likely to recover towards average levels in 2024.

The increase in oil consumption represents a rebound from the slow demand growth during zero-Covid and an outright drop in 2022. Gas consumption rebounded as prices came down from 2022 highs, while still remaining elevated.

The clean energy manufacturing boom also has a role in driving emissions, due to energy-intensive processes involved in the production of solar PV and batteries, in particular.

Approximately one percentage-point of CO2 emission growth can be attributed to these sectors, based on output data and emission intensities estimated for solar PV, electric vehicles and batteries.

This means that, without the clean technology manufacturing boom, China’s CO2 emissions would have grown by around 4.2%, instead of the 5.2% estimated in our analysis.

Nevertheless, the increase in manufacturing will result in a significant reduction in emissions in net terms, once the products are in use. About half of this reduction will be realised outside of China, as the products are exported.

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China is off track to all of its 2025 climate targets

China’s climate pledge under the Paris Agreement (nationally determined contribution, NDC) was updated in 2021, following commitments made by President Xi Jinping earlier that year and incorporating targets set under the 14th five-year plan.

The updated NDC makes commitments to strictly limit coal consumption growth; strictly control new coal power; reduce energy and carbon intensity by 2025; and increase the share of non-fossil energy sources to 25% by 2030.

In addition, the country’s five-year plans set targets of increasing the share of non-fossil energy sources to 20% by 2025 and deriving more than 50% of the increase in energy use from 2020 to 2025 overall from renewable sources.

All of these targets are severely off track after 2023.

The table below lists the various climate- and energy-related targets, the progress seen from 2020-23 and what would be needed during 2024-25 to achieve each of the goals. (See below for further details on each indicator and what is needed by 2025.)

China’s 2025 climate commitments and targets in the energy sector

Indicator Target Progress in 2020-23 Change needed in 2024-25
Carbon intensity -18% -4.6% (-1.5%/year) -7%/year; reduce emissions in absolute terms
Energy intensity -13.5% -2% (-0.6%/year) -6%/year; reduce energy use in absolute terms
Coal consumption growth “strictly limit” Annual growth increased eightfold from 0.5% in 2016-20 to 3.8% Negative growth to limit increase to the same rate as previous five-year period
New coal power projects “strictly control” Permits increased fourfold, from 25GW per year in 2016-20 to 110GW per year Restrict new permits and review permits already granted
Non-fossil share of energy overall Increase by 4.1 percentage points Increased by 1.8 percentage points (0.6 points per year) Rate of increase has to double to 1.2 points per year
Share of energy consumption growth met by renewables Above 50% 30%, down from 42% in 2016-20 Renewable energy growth needs to double and energy consumption growth needs to slow to pre-Covid rate; total consumption of fossil fuels needs to fall.Renewable energy growth needs to double and energy consumption growth needs to slow to pre-Covid rate; total consumption of fossil fuels needs to fall.

The centrepiece of China’s 2020 and 2025 climate commitments has been reducing carbon intensity, or CO2 emissions from energy use per unit of GDP.

The country’s carbon intensity reportedly fell 48% from 2005 to 2020. China committed to an 18% fall from 2020 to 2025 – and to reducing carbon intensity by more than 65% from 2005 levels by 2030, which requires a further reduction of at least 17% from 2025 to 2030.

However, as of the end of 2023, China’s carbon intensity has only fallen 5% in the 14th five-year plan period, lagging far behind the target of 18% from 2020 to 2025. If this target is to be met, CO2 emissions will have to come down in absolute terms from 2023 to 2025.

The figure below shows how China overachieved against its carbon intensity target for 2015-2020 but is veering increasingly off track against the goal for 2020-2025.

China beat its previous carbon intensity target but is now off track
Change in carbon intensity since 2005, %, and targets under the 13th and 14th five year plans. Source: Carbon intensity improvements until 2022 compiled from China’s annual Statistical Communiques and aligned with the reduction reported until 2020 in China’s official communication to the UNFCCC. Improvement in 2023 calculated from preliminary official energy data. Chart by Carbon Brief.

China’s energy intensity increased by 0.5% in 2023, the first annual rise since at least 2005. From 2020 to 2023, energy intensity only fell 2%.

The figure below shows that China narrowly missed its energy intensity target during the 13th five-year plan period, spanning 2016 to 2020, as progress halted in 2020. The country is now far off track for its 14th five-year plan target.

Indeed, to meet the target of a 13.5% reduction over 2020-25 – given the lack of progress as of the end of 2023 – energy consumption would have to fall in absolute terms over the next two years, while the rate of GDP growth is maintained or accelerated. This makes the goal all but unachievable.

China’s energy intensity target is now all but unachievable
Change in energy intensity since 2005, %, and targets under the 13th and 14th five year plans. Source: Energy consumption growth until 2022 from national bureau of statistics annual data. Change in 2023 calculated from preliminary official energy data. Chart by Carbon Brief.

The share of China’s energy demand met by non-fossil sources has increased by 1.8 percentage points from 2020 to 2023, against a target of 4.1 points by 2025.

This is shown in the figure below, illustrating the targeted 15% share for non-fossil energy by 2020 and 20% by 2025, as well as progress to date.

Meeting the 2025 target would mean that the rate of increase needs to double for the next two years. Moreover, if energy demand growth continues at the exceptionally high rate of 2020 to 2023, then energy production from non-fossil sources would need to grow at 11.3% per year to meet the target, up from 8.5% in the past three years.

Alternatively, the growth of renewables and nuclear could be maintained – but energy consumption growth would have to slow down to its pre-Covid average.

China is targeting 20% of energy from non-fossil sources by 2025
Share of energy consumption met by non-fossil sources, %, and targets under the 13th and 14th five year plans. Source: National bureau of statistics annual data until 2022 and preliminary data for 2023. Chart by Carbon Brief.

Only 30% of energy consumption growth has been met by renewable energy in 2020 to 2023, against a target of more than 50% during 2020-25.

This is illustrated in the figure below, showing contributions to annual energy demand growth from fossil fuels (grey bars), nuclear (blue) and renewables (red).

The 50% target is now highly unlikely to be met without a slowdown in energy consumption growth. Without a slowdown, renewables would have to grow by 20% per year to meet the target, up from 8.9% in the past three years.

Only 30% of China’s recent energy demand growth has been met by renewables - short of the 50% target
Share of energy demand growth met by fossil fuels (grey), nuclear (blue) and renewables (red), %, and the target for 2020-2025 (red dashed line). Source: National bureau of statistics annual data until 2022 and preliminary data for 2023. As the headline energy supply statistics only report the total for nuclear and renewables, the contribution of nuclear is disaggregated using electricity generation data in national bureau of statistics industrial output statistics. Chart by Carbon Brief.

Both growth in coal consumption and new coal power projects accelerated sharply in 2021-23, despite Xi’s pledges to “strictly control” them.

This is illustrated in the figure below, with annual coal consumption growth on the left and the amount of new coal capacity added each year on the right.

Indeed, the average growth rate of coal consumption increased 8-fold from 0.5% per year in 2016-20 to 3.8% per year in 2021-23.

Similarly, new coal power approvals increased fourfold in 2022-23, compared with the five years before the “strictly control” pledge, based on analysis of Global Energy Monitor data.

China pledged to 'strictly limit' coal demand growth and 'strictly control' new coal capacity
Left: Coal consumption growth per year, %. Right: Capacity of new coal power plants given permits, gigawatts. Source: Coal consumption from national bureau of statistics annual data until 2022 and preliminary data for 2023. Coal power plant approvals from analysis of Global Energy Monitor data. Charts by Carbon Brief.

Since the beginning of 2022, a total of 218 gigawatts (GW) of new coal power plants have been permitted. By the end of 2023, some 89GW of this capacity had already started construction, while 128GW had yet to break ground.

Furthermore, the government’s official policy has shifted to strongly encouraging new coal power. An assessment of the projects permitted in 2022-23 shows that requirements, set for approving new coal power plants in August 2021, have not been enforced.

Statements from developers and government officials – see below – confirm that the 14th five-year plan period until 2025 is being seen as a “window of opportunity” for new coal power plants, rather than a period when new projects are strictly controlled.

This is causing a rush to secure permits for new projects. China Shenhua called the period until 2025 “an opportune time for thermal power construction”. The provincial state-owned enterprise supervisor boasts of Inner Mongolia Energy Group “achieving a flying start” to 2023 and “seizing the policy window” for coal power projects.

The Zhejiang province energy regulator emphasised the importance of seizing the time window for thermal power construction during the 14th five-year period.

Power China called for joint efforts with local government officials to exploit the coal power development window effectively, citing a plan known as “three times 80GW”. This refers to a proposal promoted by the thermal power construction industry to permit and commission 80GW of coal power plants each year, from 2022 to 2024.

The meaning of the pledges to “strictly control” growth in coal consumption and new coal power projects lacks a precise definition. However, a sharp acceleration of coal consumption growth and coal power plant approvals, along with active government promotion of new projects, is hard to reconcile with the pledge to exert strict control.

By this logic, meeting the pledge on coal consumption growth would require, at the very least, reducing coal use from 2023 to 2025 to bring the growth rate during the 2021 to 2025 period closer to the rate during the preceding five-year period.

Similarly, meeting the commitment to control new coal power projects would require enforcing existing policy to limit new schemes, restricting new permits and reviewing permits already granted, to limit the acceleration compared with the preceding five-year period.

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Official energy data is over-reporting coal consumption growth

In 2022, government policies seeking to increase coal mine output and push down coal prices led to a sharp deterioration in the quality and calorific value of coal produced.

This fall in quality meant that the weight of coal being consumed increased by far more than the amount of energy supplied or CO2 emitted from that coal.

China’s official statistics failed to capture the change and consequently over-reported the growth in coal consumption and under-reported the improvement in CO2 intensity in 2022. This 2022 data could be expected to be revised once more complete energy statistics are released later.

Unlike in 2022, the officially-reported coal consumption growth rate for 2023 is more closely aligned with growth in coal power generation and output in key heavy industry sectors. The data indicates that coal use grew 4.4% in 2023, while power generation from coal rose 6%.

However, the conclusion that CO2 emissions need to fall from 2023 to 2025 to meet the carbon intensity target holds, even if a correction to 2022 data is made.

Calculating with current official data, CO2 emissions need to fall by 3.8-6.5% in the next two years, depending on the growth rate of GDP.

Based on my previous estimate that the growth in CO2 emissions in 2022 was inflated by 2.3 percentage points, a correction for 2022 would put the required reduction at 1.6-4.3%.

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Government response

Energy intensity and carbon intensity reduction are among the 20 “main indicators” specified in China’s overarching five-year plan for 2021-25.

The mid-term evaluation of progress, published by China’s top economic planner the national development and reform commission (NDRC) in December 2023, identified these indicators as two of the four that were off track, along with a key air quality target.

(Air pollution concentrations also rose in 2023 due to increased industrial and transportation emissions, along with unfavourable weather conditions.)

In late 2023, the NDRC reprimanded the provinces of Hubei, Shaanxi, Gansu, Qinghai, Zhejiang, Anhui, Guangdong and Chongqing for lagging behind on the targets to control energy intensity and total energy consumption.

Zhou Dadi, a member of the national climate change expert advisory committee, pointed to the weak growth in service industries as the reason for the lack of progress on the intensity targets.

Service sectors have relatively low energy demand and carbon emissions relative to economic output, so the decline in their share of economic activity tends to increase the energy and carbon intensity of the economy.

The NDRC’s evaluation report also identified measures to achieve the targets, including improving policies to control energy use and carbon emissions, curbing the initiation of projects with high energy consumption and high emissions, strictly limiting total coal consumption, promoting a shift to cleaner industry and transportation, promoting energy conservation and, importantly, accelerating the deployment of renewable energy.

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The clean energy boom can allow most targets to be met

While China fell severely behind on its 2025 climate targets for the energy sector, the past two years saw a veritable boom in clean energy installations – particularly solar power.

This boom puts most of the targets still in reach, especially if energy demand growth returns to the pre-Covid rates.

My earlier analysis showed that China’s CO2 emissions could fall this year and then stabilise, if additions of low-carbon power generation continue at 2023 rates and electricity demand returns to trend.

Under this projection, CO2 emissions fall by approximately 1.5% from 2023 to 2025. Therefore, achieving the 4-6% reduction in CO2 emissions needed to meet the CO2 intensity target from 2023 to 2025 would require further acceleration in clean energy deployment, or a sharp slowdown in energy demand growth.

The increase in the share of non-fossil energy should be possible to achieve given the sharp increase in solar and wind installations in 2023. To start with, slow progress was partially caused by the record-low hydropower operating rates in 2023, linked to record droughts.

Even if energy demand continued to grow at the 2020-23 rate, continued low-carbon energy additions at the 2023 level should suffice to raise the share of non-fossil energy to 21%, comfortably ahead of the target.

The target of renewable energy contributing half of the growth in total energy demand is significantly more challenging.

If energy consumption growth rate slows down to its pre-Covid average and clean energy capacity additions continue at the 2023 rate, enabling the growth rate of renewable energy production to almost double to 16%, then the target would likely be reached.

This would also mean a reduction in the total consumption of fossil fuels and a reduction in energy sector CO2 emissions. This scenario would arguably also meet the commitment to “strictly limit the growth in coal consumption”.

Meeting the pledge to “strictly control” new coal power projects would mean thoroughly assessing the justification for permits granted in the past two years and restricting the issuance of new permits.

The large amount of electricity storage being deployed – especially pumped hydro, but increasingly also grid-connected batteries – reduces the need for thermal power plants.

For a significant restriction of new coal power to be possible while ensuring electricity supply security, progress would also be needed on power system reforms that increase flexibility and make more efficient use of existing capacity.

China’s clean energy boom has been happening much faster than official targets for wind and solar installations would require, driven by enthusiasm from local governments, state-owned enterprises and investors.

However, due to the rapid increase in energy consumption, meeting China’s headline climate targets now requires that the momentum of clean energy installations is maintained.

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About the data

Total energy consumption and energy mix were taken from national bureau of statistics annual data. Improvements in energy intensity and carbon intensity were compiled from the bureau’s annual statistical communiques and changes in carbon emissions were calculated based on reported GDP growth and carbon intensity improvement.

Growth in total energy consumption and changes in the energy mix were taken from preliminary information released by the national bureau of statistics. Growth in CO2 emissions in 2023 was calculated using Intergovernmental Panel on Climate Change default emission factors based on changes in the consumption of coal, oil and gas.

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Heatwaves driving recent ‘surge’ in compound drought and heat extremes

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Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows. 

Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.

The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.

The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.

The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.

Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.

One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.

Compound events

CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.

These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.

Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:

“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”

CDHEs can begin with either a heatwave or a drought.

The sequence of these extremes is important, the study says, as they have different drivers and impacts.

For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.

Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.

The study shows that the majority of CDHEs globally start out as a drought.

In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.

In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.

Saint Basil's Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010.
Saint Basil’s Cathedral, on Red Square, in Moscow, was affected by smog during the fires in Russia in the summer of 2010. Credit: ZUMA Press, Inc. / Alamy Stock Photo

The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.

Increasing events

To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.

The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.

The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.

Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.

The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).

The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.

Charts showing spatial and temporal occurrences over study period
Spatial and temporal occurrence of compound drought and heatwave events over the study period from 1980 to 2023. The map (top) shows CDHEs around the world, with darker colours indicating higher frequency of occurrence. The chart in the bottom left shows how much land surface was affected by a compound event in a given year, where red accounts for heatwave-led events, and yellow, drought-led events. The chart in the bottom right shows the relative increase of each CDHE type in 2002-23 compared with 1980-2001. Source: Kim et al. (2026)

Threshold passed

The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.

In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.

The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.

This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.

Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.

In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.

Daily data

The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.

He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.

Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.

Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:

“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”

However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.

Compound impacts

The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.

These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.

Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.

The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.

Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:

“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”

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DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine

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Welcome to Carbon Brief’s DeBriefed. 
An essential guide to the week’s key developments relating to climate change.

This week

Energy crisis

ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.

‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.

‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was “essential” amid “regional instability”, according to the Daily Telegraph.

China’s climate plan

PEAK COAL?: China has set out its next “five-year plan” at the annual “two sessions” meeting of the National People’s Congress, including its climate strategy out to 2030, according to the Hong Kong-based South China Morning Post. The plan called for China to cut its carbon emissions per unit of gross domestic product (GDP) by 17% from 2026 to 2030, which “may allow for continued increase in emissions given the rate of GDP growth”, reported Reuters. The newswire added that the plan also had targets to reach peak coal ​in the next five years and replace 30m tonnes per year of coal with renewables.

ACTIVE YET PRUDENT: Bloomberg described the new plan as “cautious”, stating that it “frustrat[es] hopes for tighter policy that would drive the nation to peak carbon emissions well before president Xi Jinping’s 2030 deadline”. Carbon Brief has just published an in-depth analysis of the plan. China Daily reported that the strategy “highlights measures to promote the climate targets of peaking carbon dioxide emissions before 2030”, which China said it would work towards “actively yet prudently”. 

Around the world

  • EU RULES: The European Commission has proposed new “made in Europe” rules to support domestic low-carbon industries, “against fierce competition from China”, reported Agence France-Presse. Carbon Brief examined what it means for climate efforts.
  • RECORD HEAT: The US National Oceanic and Atmospheric Administration has said there is a 50-60% chance that the El Niño weather pattern could return this year, amplifying the effect of global warming and potentially driving temperatures to “record highs”, according to Euronews.
  • FLAGSHIP FUND: The African Development Bank’s “flagship clean energy fund” plans to more than double its financing to $2.5bn for African renewables over the next two years, reported the Associated Press.
  • NO WITHDRAWAL: Vanuatu has defied US efforts to force the Pacific-island nation to drop a UN draft resolution calling on the world to implement a landmark International Court of Justice (ICJ) ruling on climate, according to the Guardian.

98

The number of nations that submitted their national reports on tackling nature loss to the UN on time – just half of the 196 countries that are part of the UN biodiversity treaty – according to analysis by Carbon Brief.


Latest climate research

  • Sea levels are already “much higher than assumed” in most assessments of the threat posed by sea-level rise, due to “inadequate” modelling assumptions | Nature
  • Accelerating human-caused global warming could see the Paris Agreement’s 1.5C limit crossed before 2030 | Geophysical Research Letters covered by Carbon Brief
  • Future “super El Niño events” could “significantly lower” solar power generation due to a reduction in solar irradiance in key regions, such as California and east China | Communications Earth & Environment

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)

Captured

UK greenhouse gas emissions in 2025

UK greenhouse gas emissions in 2025 fell to 54% below 1990 levels, the baseline year for its legally binding climate goals, according to new Carbon Brief analysis. Over the same period, data from the World Bank shows that the UK’s economy has expanded by 95%, meaning that emissions have been decoupling from growth.

Spotlight

Bristol’s ‘pioneering’ community wind turbine

Following the recent launch of the UK government’s local power plan, Carbon Brief visits one of the country’s community-energy success stories.

The Lawrence Weston housing estate is set apart from the main city of Bristol, wedged between the tree-lined grounds of a stately home and a sprawl of warehouses and waste incinerators. It is one of the most deprived areas in the city.

Yet, just across the M5 motorway stands a structure that has brought the spoils of the energy transition directly to this historically forgotten estate – a 4.2 megawatt (MW) wind turbine.

The turbine is owned by local charity Ambition Lawrence Weston and all the profits from its electricity sales – around £100,000 a year – go to the community. In the UK’s local power plan, it was singled out by energy secretary Ed Miliband as a “pioneering” project.

‘Sustainable income’

On a recent visit to the estate by Carbon Brief, Ambition Lawrence Weston’s development manager, Mark Pepper, rattled off the story behind the wind turbine.

In 2012, Pepper and his team were approached by the Bristol Energy Cooperative with a chance to get a slice of the income from a new solar farm. They jumped at the opportunity.

Austerity measures were kicking in at the time,” Pepper told Carbon Brief. “We needed to generate an income. Our own, sustainable income.”

With the solar farm proving to be a success, the team started to explore other opportunities. This began a decade-long process that saw them navigate the Conservative government’s “ban” on onshore wind, raise £5.5m in funding and, ultimately, erect the turbine in 2023.

Today, the turbine generates electricity equivalent to Lawrence Weston’s 3,000 households and will save 87,600 tonnes of carbon dioxide (CO2) over its lifetime.

Ambition Lawrence Weston’s Mark Pepper and the wind turbine.
Ambition Lawrence Weston’s Mark Pepper and the wind turbine. Artwork: Josh Gabbatiss

‘Climate by stealth’

Ambition Lawrence Weston’s hub is at the heart of the estate and the list of activities on offer is seemingly endless: birthday parties, kickboxing, a library, woodworking, help with employment and even a pop-up veterinary clinic. All supported, Pepper said, with the help of a steady income from community-owned energy.

The centre itself is kitted out with solar panels, heat pumps and electric-vehicle charging points, making it a living advertisement for the net-zero transition. Pepper noted that the organisation has also helped people with energy costs amid surging global gas prices.

Gesturing to the England flags dangling limply on lamp posts visible from the kitchen window, he said:

“There’s a bit of resentment around immigration and scarcity of materials and provision, so we’re trying to do our bit around community cohesion.”

This includes supper clubs and an interfaith grand iftar during the Muslim holy month of Ramadan.

Anti-immigration sentiment in the UK has often gone hand-in-hand with opposition to climate action. Right-wing politicians and media outlets promote the idea that net-zero policies will cost people a lot of money – and these ideas have cut through with the public.

Pepper told Carbon Brief he is sympathetic to people’s worries about costs and stressed that community energy is the perfect way to win people over:

“I think the only way you can change that is if, instead of being passive consumers…communities are like us and they’re generating an income to offset that.”

From the outset, Pepper stressed that “we weren’t that concerned about climate because we had other, bigger pressures”, adding:

“But, in time, we’ve delivered climate by stealth.”

Watch, read, listen

OIL WATCH: The Guardian has published a “visual guide” with charts and videos showing how the “escalating Iran conflict is driving up oil and gas prices”.

MURDER IN HONDURAS: Ten years on from the murder of Indigenous environmental justice advocate Berta Cáceres, Drilled asked why Honduras is still so dangerous for environmental activists.

TALKING WEATHER: A new film, narrated by actor Michael Sheen and titled You Told Us To Talk About the Weather, aimed to promote conversation about climate change with a blend of “poetry, folk horror and climate storytelling”.

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Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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China’s leadership has published a draft of its 15th five-year plan setting the strategic direction for the nation out to 2030, including support for clean energy and energy security.

The plan sets a target to cut China’s “carbon intensity” by 17% over the five years from 2026-30, but also changes the basis for calculating this key climate metric.

The plan continues to signal support for China’s clean-energy buildout and, in general, contains no major departures from the country’s current approach to the energy transition.

The government reaffirms support for several clean-energy industries, ranging from solar and electric vehicles (EVs) through to hydrogen and “new-energy” storage.

The plan also emphasises China’s willingness to steer climate governance and be seen as a provider of “global public goods”, in the form of affordable clean-energy technologies.

However, while the document says it will “promote the peaking” of coal and oil use, it does not set out a timeline and continues to call for the “clean and efficient” use of coal.

This shows that tensions remain between China’s climate goals and its focus on energy security, leading some analysts to raise concerns about its carbon-cutting ambition.

Below, Carbon Brief outlines the key climate change and energy aspects of the plan, including targets for carbon intensity, non-fossil energy and forestry.

Note: this article is based on a draft published on 5 March and will be updated if any significant changes are made in the final version of the plan, due to be released at the close next week of the “two sessions” meeting taking place in Beijing.

What is China’s 15th five-year plan?

Five-year plans are one of the most important documents in China’s political system.

Addressing everything from economic strategy to climate policy, they outline the planned direction for China’s socio-economic development in a five-year period. The 15th five-year plan covers 2026-30.

These plans include several “main goals”. These are largely quantitative indicators that are seen as particularly important to achieve and which provide a foundation for subsequent policies during the five-year period.

The table below outlines some of the key “main goals” from the draft 15th five-year plan.

Category Indicator Indicator in 2025 Target by 2030 Cumulative target over 2026-2030 Characteristic
Economic development Gross domestic product (GDP) growth (%) 5 Maintained within a reasonable range and proposed annually as appropriate. Anticipatory
‘Green and low-carbon Reduction in CO2 emissions per unit of GDP (%) 17.7 17 Binding
Share of non-fossil energy in total energy consumption (%) 21.7 25 Binding
Security guarantee Comprehensive energy production
capacity (100m tonnes of
standard coal equivalent)
51.3 58 Binding

Select list of targets highlighted in the “main goals” section of the draft 15th five-year plan. Source: Draft 15th five-year plan.

Since the 12th five-year plan, covering 2011-2015, these “main goals” have included energy intensity and carbon intensity as two of five key indicators for “green ecology”.

The previous five-year plan, which ran from 2021-2025, introduced the idea of an absolute “cap” on carbon dioxide (CO2) emissions, although it did not provide an explicit figure in the document. This has been subsequently addressed by a policy on the “dual-control of carbon” issued in 2024.

The latest plan removes the energy-intensity goal and elevates the carbon-intensity goal, but does not set an absolute cap on emissions (see below).

It covers the years until 2030, before which China has pledged to peak its carbon emissions. (Analysis for Carbon Brief found that emissions have been “flat or falling” since March 2024.)

The plans are released at the two sessions, an annual gathering of the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC). This year, it runs from 4-12 March.

The plans are often relatively high-level, with subsequent topic-specific five-year plans providing more concrete policy guidance.

Policymakers at the National Energy Agency (NEA) have indicated that in the coming years they will release five sector-specific plans for 2026-2030, covering topics such as the “new energy system”, electricity and renewable energy.

There may also be specific five-year plans covering carbon emissions and environmental protection, as well as the coal and nuclear sectors, according to analysts.

Other documents published during the two sessions include an annual government work report, which outlines key targets and policies for the year ahead.

The gathering is attended by thousands of deputies – delegates from across central and local governments, as well as Chinese Communist party members, members of other political parties, academics, industry leaders and other prominent figures.

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What does the plan say about China’s climate action?

Achieving China’s climate targets will remain a key driver of the country’s policies in the next five years, according to the draft 15th five-year plan.

It lists the “acceleration” of China’s energy transition as a “major achievement” in the 14th five-year plan period (2021-2025), noting especially how clean-power capacity had overtaken fossil fuels.

The draft says China will “actively and steadily advance and achieve carbon peaking”, with policymakers continuing to strike a balance between building a “green economy” and ensuring stability.

Climate and environment continues to receive its own chapter in the plan. However, the framing and content of this chapter has shifted subtly compared with previous editions, as shown in the table below. For example, unlike previous plans, the first section of this chapter focuses on China’s goal to peak emissions.

11th five-year plan (2006-2010) 12th five-year plan (2011-2015) 13th five-year plan (2016-2020) 14th five-year plan (2021-2025) 15th five-year plan (2026-2030)
Chapter title Part 6: Build a resource-efficient and environmentally-friendly society Part 6: Green development, building a resource-efficient and environmentally friendly society Part 10: Ecosystems and the environment Part 11: Promote green development and facilitate the harmonious coexistence of people and nature Part 13: Accelerating the comprehensive green transformation of economic and social development to build a beautiful China
Sections Developing a circular economy Actively respond to global climate change Accelerate the development of functional zones Improve the quality and stability of ecosystems Actively and steadily advancing and achieving carbon peaking
Protecting and restoring natural ecosystems Strengthen resource conservation and management Promote economical and intensive resource use Continue to improve environmental quality Continuously improving environmental quality
Strengthening environmental protection Vigorously develop the circular economy Step up comprehensive environmental governance Accelerate the green transformation of the development model Enhancing the diversity, stability, and sustainability of ecosystems
Enhancing resource management Strengthen environmental protection efforts Intensify ecological conservation and restoration Accelerating the formation of green production and lifestyles
Rational utilisation of marine and climate resources Promoting ecological conservation and restoration Respond to global climate change
Strengthen the development of water conservancy and disaster prevention and mitigation systems Improve mechanisms for ensuring ecological security
Develop green and environmentally-friendly industries

Title and main sections of the climate and environment-focused chapters in the last five five-year plans. Source: China’s 11th, 12th, 13th, 14th and 15th five-year plans.

The climate and environment chapter in the latest plan calls for China to “balance [economic] development and emission reduction” and “ensure the timely achievement of carbon peak targets”.

Under the plan, China will “continue to pursue” its established direction and objectives on climate, Prof Li Zheng, dean of the Tsinghua University Institute of Climate Change and Sustainable Development (ICCSD), tells Carbon Brief.

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What is China’s new CO2 intensity target?

In the lead-up to the release of the plan, analysts were keenly watching for signals around China’s adoption of a system for the “dual-control of carbon”.

This would combine the existing targets for carbon intensity – the CO2 emissions per unit of GDP – with a new cap on China’s total carbon emissions. This would mark a dramatic step for the country, which has never before set itself a binding cap on total emissions.

Policymakers had said last year that this framework would come into effect during the 15th five-year plan period, replacing the previous system for the “dual-control of energy”.

However, the draft 15th five-year plan does not offer further details on when or how both parts of the dual-control of carbon system will be implemented. Instead, it continues to focus on carbon intensity targets alone.

Looking back at the previous five-year plan period, the latest document says China had achieved a carbon-intensity reduction of 17.7%, just shy of its 18% goal.

This is in contrast with calculations by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), which had suggested that China had only cut its carbon intensity by 12% over the past five years.

At the time it was set in 2021, the 18% target had been seen as achievable, with analysts telling Carbon Brief that they expected China to realise reductions of 20% or more.

However, the government had fallen behind on meeting the target.

Last year, ecology and environment minister Huang Runqiu attributed this to the Covid-19 pandemic, extreme weather and trade tensions. He said that China, nevertheless, remained “broadly” on track to meet its 2030 international climate pledge of reducing carbon intensity by more than 65% from 2005 levels.

Myllyvirta tells Carbon Brief that the newly reported figure showing a carbon-intensity reduction of 17.7% is likely due to an “opportunistic” methodological revision. The new methodology now includes industrial process emissions – such as cement and chemicals – as well as the energy sector.

(This is not the first time China has redefined a target, with regulators changing the methodology for energy intensity in 2023.)

For the next five years, the plan sets a target to reduce carbon intensity by 17%, slightly below the previous goal.

However, the change in methodology means that this leaves space for China’s overall emissions to rise by “3-6% over the next five years”, says Myllyvirta. In contrast, he adds that the original methodology would have required a 2% fall in absolute carbon emissions by 2030.

The dashed lines in the chart below show China’s targets for reducing carbon intensity during the 12th, 13th, 14th and 15th five-year periods, while the bars show what was achieved under the old (dark blue) and new (light blue) methodology.

China reports meeting its latest carbon-intensity target after a change in methodology.
Dashed lines: China’s carbon-intensity targets during the 12th, 13th, 14th and 15th five-year plan periods. Bars: China’s achieved carbon-intensity reductions according to either the old methodology (dark blue) and the new one (light blue). The achieved reductions during the 12th and 13th five-year plans are from contemporaneous government statistics and may be revised in future. The reduction figures for the 14th five-year plan period are sourced from government statistics for the new methodology and analysis by CREA under the old methodology. Sources: Five-year plans and Carbon Brief.

The carbon-intensity target is the “clearest signal of Beijing’s climate ambition”, says Li Shuo, director at the Asia Society Policy Institute’s (ASPI) China climate hub.

It also links directly to China’s international pledge – made in 2021 – to cut its carbon intensity to more than 65% below 2005 levels by 2030.

To meet this pledge under the original carbon-intensity methodology, China would have needed to set a target of a 23% reduction within the 15th five-year plan period. However, the country’s more recent 2035 international climate pledge, released last year, did not include a carbon-intensity target.

As such, ASPI’s Li interprets the carbon-intensity target in the draft 15th five-year plan as a “quiet recalibration” that signals “how difficult the original 2030 goal has become”.

Furthermore, the 15th five-year plan does not set an absolute emissions cap.

This leaves “significant ambiguity” over China’s climate plans, says campaign group 350 in a press statement reacting to the draft plan. It explains:

“The plan was widely expected to mark a clearer transition from carbon-intensity targets toward absolute emissions reductions…[but instead] leaves significant ambiguity about how China will translate record renewable deployment into sustained emissions cuts.”

Myllyvirta tells Carbon Brief that this represents a “continuation” of the government’s focus on scaling up clean-energy supply while avoiding setting “strong measurable emission targets”.

He says that he would still expect to see absolute caps being set for power and industrial sectors covered by China’s emissions trading scheme (ETS). In addition, he thinks that an overall absolute emissions cap may still be published later in the five-year period.

Despite the fact that it has yet to be fully implemented, the switch from dual-control of energy to dual-control of carbon represents a “major policy evolution”, Ma Jun, director of the Institute of Public and Environmental Affairs (IPE), tells Carbon Brief. He says that it will allow China to “provide more flexibility for renewable energy expansion while tightening the net on fossil-fuel reliance”.

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Does the plan encourage further clean-energy additions?

“How quickly carbon intensity is reduced largely depends on how much renewable energy can be supplied,” says Yao Zhe, global policy advisor at Greenpeace East Asia, in a statement.

The five-year plan continues to call for China’s development of a “new energy system that is clean, low-carbon, safe and efficient” by 2030, with continued additions of “wind, solar, hydro and nuclear power”.

In line with China’s international pledge, it sets a target for raising the share of non-fossil energy in total energy consumption to 25% by 2030, up from just under 21.7% in 2025.

The development of “green factories” and “zero-carbon [industrial] parks” has been central to many local governments’ strategies for meeting the non-fossil energy target, according to industry news outlet BJX News. A call to build more of these zero-carbon industrial parks is listed in the five-year plan.

Prof Pan Jiahua, dean of Beijing University of Technology’s Institute of Ecological Civilization, tells Carbon Brief that expanding demand for clean energy through mechanisms such as “green factories” represents an increasingly “bottom-up” and “market-oriented” approach to the energy transition, which will leave “no place for fossil fuels”.

He adds that he is “very much sure that China’s zero-carbon process is being accelerated and fossil fuels are being driven out of the market”, pointing to the rapid adoption of EVs.

The plan says that China will aim to double “non-fossil energy” in 10 years – although it does not clarify whether this means their installed capacity or electricity generation, or what the exact starting year would be.

Research has shown that doubling wind and solar capacity in China between 2025-2035 would be “consistent” with aims to limit global warming to 2C.

While the language “certainly” pushes for greater additions of renewable energy, Yao tells Carbon Brief, it is too “opaque” to be a “direct indication” of the government’s plans for renewable additions.

She adds that “grid stability and healthy, orderly competition” is a higher priority for policymakers than guaranteeing a certain level of capacity additions.

China continues to place emphasis on the need for large-scale clean-energy “bases” and cross-regional power transmission.

The plan says China must develop “clean-energy bases…in the three northern regions” and “integrated hydro-wind-solar complexes” in south-west China.

It specifically encourages construction of “large-scale wind and solar” power bases in desert regions “primarily” for cross-regional power transmission, as well as “major hydropower” projects, including the Yarlung Tsangpo dam in Tibet.

As such, the country should construct “power-transmission corridors” with the capacity to send 420 gigawatts (GW) of electricity from clean-energy bases in western provinces to energy-hungry eastern provinces by 2030, the plan says.

State Grid, China’s largest grid operator, plans to install “another 15 ultra-high voltage [UHV] transmission ​lines” by 2030, reports Reuters, up from the 45 UHV lines built by last year.

Below are two maps illustrating the interlinkages between clean-energy bases in China in the 15th (top) and 14th (bottom) five-year plan periods.

The yellow dotted areas represent clean energy bases, while the arrows represent cross-regional power transmission. The blue wind-turbine icons represent offshore windfarms and the red cooling tower icons represent coastal nuclear plants.

Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.
Maps showing layout of key energy projects in China during 2026-2030 (top) and 2021-2025 (bottom). Source: Chinese government’s 15th five-year plan and 14th five-year plan.

The 15th five-year plan map shows a consistent approach to the 2021-2025 period. As well as power being transmitted from west to east, China plans for more power to be sent to southern provinces from clean-energy bases in the north-west, while clean-energy bases in the north-east supply China’s eastern coast.

It also maps out “mutual assistance” schemes for power grids in neighbouring provinces.

Offshore wind power should reach 100GW by 2030, while nuclear power should rise to 110GW, according to the plan.

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What does the plan signal about coal?

The increased emphasis on grid infrastructure in the draft 15th five-year plan reflects growing concerns from energy planning officials around ensuring China’s energy supply.

Ren Yuzhi, director of the NEA’s development and planning department, wrote ahead of the plan’s release that the “continuous expansion” of China’s energy system has “dramatically increased its complexity”.

He said the NEA felt there was an “urgent need” to enhance the “secure and reliable” replacement of fossil-fuel power with new energy sources, as well as to ensure the system’s “ability to absorb them”.

Meanwhile, broader concerns around energy security have heightened calls for coal capacity to remain in the system as a “ballast stone”.

The plan continues to support the “clean and efficient utilisation of fossil fuels” and does not mention either a cap or peaking timeline for coal consumption.

Xi had previously told fellow world leaders that China would “strictly control” coal-fired power and phase down coal consumption in the 15th five-year plan period.

The “geopolitical situation is increasing energy security concerns” at all levels of government, said the Institute for Global Decarbonization Progress in a note responding to the draft plan, adding that this was creating “uncertainty over coal reduction”.

Ahead of its publication, there were questions around whether the plan would set a peaking deadline for oil and coal. An article posted by state news agency Xinhua last month, examining recommendations for the plan from top policymakers, stated that coal consumption would plateau from “around 2027”, while oil would peak “around 2026”.

However, the plan does not lay out exact years by which the two fossil fuels should peak, only saying that China will “promote the peaking of coal and oil consumption”.

There are similarly no mentions of phasing out coal in general, in line with existing policy.

Nevertheless, there is a heavy emphasis on retrofitting coal-fired power plants. The plan calls for the establishment of “demonstration projects” for coal-plant retrofitting, such as through co-firing with biomass or “green ammonia”.

Such retrofitting could incentivise lower utilisation of coal plants – and thus lower emissions – if they are used to flexibly meet peaks in demand and to cover gaps in clean-energy output, instead of providing a steady and significant share of generation.

The plan also calls for officials to “fully implement low-carbon retrofitting projects for coal-chemical industries”, which have been a notable source of emissions growth in the past year.

However, the coal-chemicals sector will likely remain a key source of demand for China’s coal mining industry, with coal-to-oil and coal-to-gas bases listed as a “key area” for enhancing the country’s “security capabilities”.

Meanwhile, coal-fired boilers and industrial kilns in the paper industry, food processing and textiles should be replaced with “clean” alternatives to the equivalent of 30m tonnes of coal consumption per year, it says.

“China continues to scale up clean energy at an extraordinary pace, but the plan still avoids committing to strong measurable constraints on emissions or fossil fuel use”, says Joseph Dellatte, head of energy and climate studies at the Institut Montaigne. He adds:

“The logic remains supply-driven: deploy massive amounts of clean energy and assume emissions will eventually decline.”

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How will China approach global climate governance in the next five years?

Meanwhile, clean-energy technologies continue to play a role in upgrading China’s economy, with several “new energy” sectors listed as key to its industrial policy.

Named sectors include smart EVs, “new solar cells”, new-energy storage, hydrogen and nuclear fusion energy.

“China’s clean-technology development – rather than traditional administrative climate controls – is increasingly becoming the primary driver of emissions reduction,” says ASPI’s Li. He adds that strengthening China’s clean-energy sectors means “more closely aligning Beijing’s economic ambitions with its climate objectives”.

Analysis for Carbon Brief shows that clean energy drove more than a third of China’s GDP growth in 2025, representing around 11% of China’s whole economy.

The continued support for these sectors in the draft five-year plan comes as the EU outlined its own measures intended to limit China’s hold on clean-energy industries, driven by accusations of “unfair competition” from Chinese firms.

China is unlikely to crack down on clean-tech production capacity, Dr Rebecca Nadin, director of the Centre for Geopolitics of Change at ODI Global, tells Carbon Brief. She says:

“Beijing is treating overcapacity in solar and smart EVs as a strategic choice, not a policy error…and is prepared to pour investment into these sectors to cement global market share, jobs and technological leverage.”

Dellatte echoes these comments, noting that it is “striking” that the plan “barely addresses the issue of industrial overcapacity in clean technologies”, with the focus firmly on “scaling production and deployment”.

At the same time, China is actively positioning itself to be a prominent voice in climate diplomacy and a champion of proactive climate action.

This is clear from the first line in a section on providing “global public goods”. It says:

“As a responsible major country, China will play a more active role in addressing global challenges such as climate change.”

The plan notes that China will “actively participate in and steer [引领] global climate governance”, in line with the principle of “common,but differentiated responsibilities”.

This echoes similar language from last year’s government work report, Yao tells Carbon Brief, demonstrating a “clear willingness” to guide global negotiations. But she notes that this “remains an aspiration that’s yet to be made concrete”. She adds:

“China has always favored collective leadership, so its vision of leadership is never a lone one.”

The country will “deepen south-south cooperation on climate change”, the plan says. In an earlier section on “opening up”, it also notes that China will explore “new avenues for collaboration in green development” with global partners as part of its “Belt and Road Initiative”.

China is “doubling down” on a narrative that it is a “responsible major power” and “champion of south-south climate cooperation”, Nadin says, such as by “presenting its clean‑tech exports and finance as global public goods”. She says:

“China will arrive at future COPs casting itself as the indispensable climate leader for the global south…even though its new five‑year plan still puts growth, energy security and coal ahead of faster emissions cuts at home.”

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What else does the plan cover?

The impact of extreme weather – particularly floods – remains a key concern in the plan.

China must “refine” its climate adaptation framework and “enhance its resilience to climate change, particularly extreme-weather events”, it says.

China also aims to “strengthen construction of a national water network” over the next five years in order to help prevent floods and droughts.

An article published a few days before the plan in the state-run newspaper China Daily noted that, “as global warming intensifies, extreme weather events – including torrential rains, severe convective storms, and typhoons – have become more frequent, widespread and severe”.

The plan also touches on critical minerals used for low-carbon technologies. These will likely remain a geopolitical flashpoint, with China saying it will focus during the next five years on “intensifying” exploration and “establishing” a reserve for critical minerals. This reserve will focus on “scarce” energy minerals and critical minerals, as well as other “advantageous mineral resources”.

Dellatte says that this could mean the “competition in the energy transition will increasingly be about control over mineral supply chains”.

Other low-carbon policies listed in the five-year plan include expanding coverage of China’s mandatory carbon market and further developing its voluntary carbon market.

China will “strengthen monitoring and control” of non-CO2 greenhouse gases, the plan says, as well as implementing projects “targeting methane, nitrous oxide and hydrofluorocarbons” in sectors such as coal mining, agriculture and chemicals.

This will create “capacity” for reducing emissions by 30m tonnes of CO2 equivalent, it adds.

Meanwhile, China will develop rules for carbon footprint accounting and push for internationally recognised accounting standards.

It will enhance reform of power markets over the next five years and improve the trading mechanism for green electricity certificates.

It will also “promote” adoption of low-carbon lifestyles and decarbonisation of transport, as well as working to advance electrification of freight and shipping.

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The post Q&A: What does China’s 15th ‘five-year plan’ mean for climate change? appeared first on Carbon Brief.

Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?

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